Keep territory reviews on a quarterly rhythm
See the latest available context for the areas your team serves without rebuilding the review each quarter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Territory reviews slip when someone has to remember the research, assemble the figures, and circulate them manually.
- Keep territory research on a recurring schedule.
- Compare locations using measures you name.
- Share a compact result with the team.
Setup
Build it in a few focused steps.
- 1Connect Census bureau and Whatsapp once in the Notis portal.
- 2Create an automation and specify territories, measures, and the comparison period.
- 3Pick a recurring schedule and a report channel.
- 4Confirm WhatsApp recipients have texted your number first.
- 5Test one real territory review and confirm the data covers the period requested.
Questions about this workflow
Can this report compare against prior quarters?
Only if the relevant historical data is available in the returned results or you provide the baseline.
Can I change which territories it covers?
Yes. Update the automation instruction with the locations and measures you want reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Census bureau to Whatsapp. A trigger fires from one place; an action lands in another.
Census bureau triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Census bureau and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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